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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,809 | $65,704-12.0% | $94,229-38.6% | $59,633-3.1% |
| Participation rate | 44.7% | 72.1%-27.4pp | 78.8%-34.0pp | 68.7%-23.9pp |
| Annual return | 4.63% | 5.22%-0.6pp | 10.68%-6.0pp | 2041.45%-2036.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,682 | $3,143-14.7% | $4,320-37.9% | $3,192-16.0% |
| Admin fee / account holder | $8,415 | $4,265+97.3% | $6,269+34.2% | $4,297+95.8% |